Account Manager, Small Group Benefits

Objective:

The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group accounts, typically with less than 50 lives. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.

What You’ll Do:

• Client Service & Account Management.
• Serve as the day-to-day contact for small group accounts, providing timely and professional service support.
• Work alongside Mavrix Insurance Advisor on new business placements.
• Manage policy renewals, coverage changes, billing questions, and other service needs.
• Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction.

Submission Preparation & Marketing:

• Prepare summaries and present recommendations in collaboration with Mavrix Insurance Advisors.
• Submit applications and supplementals to carriers for quoting as needed.
• Identify opportunities for coverage improvements or upselling appropriate to client needs.

Documentation & Systems:

• Maintain accurate, complete client files in the agency management system (EPIC).
• Ensure all documentation and servicing activity complies with agency standards and E&O best practices.
• Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency.

How You’ll Thrive:

• You’re responsive, friendly, and confident in your insurance knowledge.
• You take pride in delivering great service—accurate, timely, and helpful.
• You’re a strong communicator and problem-solver who’s comfortable juggling multiple tasks.
• You understand how to balance the needs of clients, producers, and carriers.
• You embrace systems and are eager to learn new tools that streamline workflows.

Qualifications:

• High School graduate/GED required. Bachelor’s degree preferred.
• 3 years of experience in small group benefits account management.
• Active Life & Disability license required.
• Strong knowledge of small group benefits, including Medical, Dental, Vision, Life, etc.
• Familiarity with agency management systems (preferably EPIC).

• Proficient in MS Office, namely Outlook, Excel, and Word.

• Solid communication skills, both written and verbal.
• Organized, self-motivated, and detail-oriented.

Compensation:

The base salary range for this position is $70,000 to $75,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.

Why join Mavrix?

• Be part of a next-generation insurance brokerage platform reshaping how insurance is sold and serviced.
• Join a mission-driven, high-performance culture backed by a nationally respected brokerage.
• Work with a team that’s bold, innovative, and supportive.
• Take a lead role in building the operational backbone of a fast-scaling company.

Salary : $70,000 - $75,000